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Transactions

You define business transactions in the following steps. A transaction in CRM is a business transaction, for
example, a sales order, service order, activity or opportunity.
The concept of business transactions is based on the fact that there is only one user interface for processing all
types of transaction documents. A business transaction can combine several business transaction categories, that is,
a sales transaction (sales order) can, for example, also contain business activity data and complaints items.
The Customizing settings for the transaction type specify processing of a business transaction, that is, the
characteristics. attributes and control attributes. A transaction type therefore controls processing of a specfic business
transaction.
One or several business transaction
categories (for example, sales, business activity, service) is assigned to a transaction type. The business transaction
category specifies the business context in which a transaction type can be used.
The user interface actually used in the CRM Online system is specified with the different screen areas and individual
field, via screen sequence control. You can either use the default profiles provided by SAP, or make the necessary
changes.

Note
In order that the transactions can be copied correctly from the CRM Online system into the OLTP R/3 system, the
setting for document processing and the business control must match in both systems. For sales transactions, for
example, this means that for the transaction type, there must be a corresponding sales document type of the same
name in the OLTP R/3 system. The same applies for the item categories, item category groups and item category
determination. Automatic matching does not occur via Middleware.
SAP provides standard settings for this.

Settings for Leads


In the activities that follow, you make your settings regarding Lead Management.
Lead Management automates the initial presales process, freeing up your sales department to focus on the most
valuable prospects and opportunities.
For a given marketing campaign, you may wish to generate leads for certain business partners within a target group.
Both existing customers and prospects can be considered as leads.
Depending on your requirements, you will need to carry out some or all of the following IMG activities when
implementing Lead Management.

Customer Relationship Management -> Basic Functions -> Partner Processing ->
-> Define Partner Functions
-> Define Access Sequences
-> Define Partner Determination Procedure

Customer Relationship Management -> Basic Functions -> Text Management ->
-> Set Texts

Customer Relationship Management -> Basic Functions -> Date Management ->
-> Define Date Types, Duration Types, and Date Rules
-> Define Date Profile
-> Assign Date Profile to an Activity Type

Customer Relationship Management -> Master Data -> Organizational Management -> Organizational Data
Determination -> Change Rules and Profiles ->
-> Maintain Organizational Data Profile
-> Assign Organizational Data Profile to Transaction Type

Customer Relationship Management -> Transactions -> Basic Settings ->


-> Define Transaction Types
-> Maintain Item Categories
-> Maintain Item Category Determination
-> Define Number Ranges
-> Maintain Attributes for System Messages

Customer Relationship Management -> Transactions -> Basic Settings -> Copying Control for Business
Transactions ->
-> Define Copying Control for Transaction Types
-> Define Copying Control for Item Categories
-> Define Item Category Determination for Copying

Customer Relationship Management -> Basic Functions -> SAP Business Workflow ->
-> Standard Settings for SAP Business Workflow
-> Execute Task-Specific Customizing

Customer Relationship Management -> Transactions -> Settings for Leads.

Define Status Profile for User Status


You can use this activity to adapt General Status Management to your requirements.
General Information on Status Management
In the SAP system, a differentiation is made between the following two statuses:

System status

User status

Various central SAP tables contain the following predefined data, which cannot be changed:

An initial table contains all statuses that can be assigned by the system (system status).

A second table contains a list of all business transactions.

A third table (a) assigns one or more system statuses to each business transaction and (b) determines
whether the respective system is set or deleted for the business transaction.

A fourth table specifies which business transactions are permitted for which objects (for example, order
header, order item).

In combination, these assignments show you (a) the maximum system status possible for an object and (b) the
business transactions by which this status is either set or deleted.
Define Status Profile for User Status
In this activity, you create status profiles for your own (user) statuses. In a status profile, you can perform the
following activities:

Define user statuses and document their function. A status profile can contain one or more user statuses.

Determine the sequence in which the user statuses are run. This sequence is determined by the status
number. If you do not assign a status number to a user status, this status can always be set. Note, however,
that only one user status with a status number can be active at any one time. When you assign a status
number to a user number, you must also assign a highest and lowest status number. These numbers restrict
the status number range from which the user status can be selected.

Assign at least one object type to the status profile, by means of Object types.
The assignment of the object type determines if the status profile can be assigned to the transaction type
and/or the item category.
Example:
If you assign the object type "CRM order header" to the status profile for quotations, you can only assign this
status profile to transaction type header. If you assign the status profile for quotations the object type "CRM
Order Item", you can only assign the status profile to the item category. If you assign both object types to the
status profile for quotations, you can make the assignment to both the transaction type and item category.
You assign the status profile to the transaction type or item category in Customizing for business
transactions under Basic Settings -> Define Transaction Types, or Define Item Categories.

Define the initial status that is automatically activated when the object is created.

Choose Goto -> Transaction Control and specify:

Which user status is automatically activated when a business transaction is executed

Which business transactions are permitted when a specific status is active

In the status profile, define a transaction to be executed when a given user status is reached, with the result
that one or more system statuses and/or user statuses can be set or deleted.

Activities
Define your user status for the applicable object types.

Definition: status profile


Cross-Application Components (CA)
A profile used to control user statuses.
A status profile is created by the user in general status management.

In a status profile you can:

Define the sequence in which user statuses can be activated

Define initial statuses

Allow or prohibit certain business transactions

Return ->
Definition: status profile

Definition: system status


Cross-Application Components (CA)
A status the SAP System sets internally as a part of general status management.
This status tells the user that a certain business transaction was performed for an object.
Return ->
Definition: system status

Definition: user status


Cross-Application Components (CA)
A status set by the user to complement the system status for a given status object.
You can use only a user status belonging to a status profile (defined in Customizing) and assigned to the relevant
status object.
User statuses enable you to extend the control of business processes managed by the system status. You can set
and delete user statuses manually when carrying out business transactions.
Return ->
Definition: user status

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